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Investment Client Associate — Trade & Advisor Support
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-06-20
Listing for:
SWBC
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
SWBC in San Antonio, Texas is seeking a talented individual to assist Financial Advisors with client services, enhance productivity, and manage trades. This role offers a competitive compensation package and a focus on work/life balance.
Key responsibilities include providing telephone support to clients, trading as instructed, and preparing presentations on financial products. Candidates must have a strong customer service background and necessary licensing.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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